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Pedro Jose Rodriguez

Santander Securities LLC

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About Pedro Jose Rodriguez

Pedro Jose Rodriguez is a financial advisor with over 6 years of experience in the industry. Pedro is currently registered with Santander Securities LLC. Pedro has a Series 66, Series 7 and SIE license. Previously, Pedro Jose Rodriguez was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Prior to that, Pedro worked for Banco Santander, Bank of America, N.A. and Santander International Private Banking. Pedro specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Pedro Rodriguez is currently registered with Santander Securities LLC. Santander Securities LLC is a Limited Liability Company headquartered in Boston, MA. Founded in 2023, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Santander Securities LLC manages approximately $2,130,323,875 in regulatory assets under management for 9,813 clients. They are registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Santander Securities LLC

75 STATE STREET

BOSTON, MA 02109

$2.13B

Assets Under Management

Not reported

Total Clients

365

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pedro Rodriguez’s Registration & Firm History

FL

01/06/2022 - Present

Santander Securities LLC (Coconut Grove FL)

FL

09/15/2015 - 06/25/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

BOTH

Issued 02/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pedro Jose Rodriguez.
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